See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,231 | $159,602+48.0% | $150,045+57.4% | $142,382+65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.61% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,315 | $4,961-33.2% | $4,693-29.4% | $4,299-22.9% |
| Participant deferral / active EE | $11,323 | $8,310+36.3% | $7,997+41.6% | $6,507+74.0% |
| Admin fee / account holder | $21,197 | $14,846+42.8% | $13,435+57.8% | $12,624+67.9% |